Gift and Estate Planning Director ( Divisional Headquarters)

salvarmycareers; Indianapolis (IN); On-site; USD 70,000 - 80,000; Full time

Job summary

The Salvation Army Indiana Division is seeking a Planned Giving professional to identify, cultivate, solicit, secure and steward individual prospects for planned gifts. You will work with donors, volunteers and staff to advance fundraising campaigns and achieve priorities for the division.

Responsibilities include developing solicitation plans, building relationships, and managing a portfolio of donors while ensuring stewardship and reporting requirements are met.

Qualifications

• Bachelor’s degree required; advanced degree considered.
• Minimum five years in fundraising or related fields.
• Experience with major and planned gift donors is a plus.

Responsibilities

• Identify, cultivate, solicit and steward donors for planned gifts.
• Collaborate with staff and volunteers to implement campaigns.
• Develop solicitation plans and donor cultivation materials.
• Maintain and grow a portfolio of 125–150 planned giving donors.

Skills

Fundraising

Donor relations

Communication

Planning

Relationship management

Education

Bachelor’s degree

Advanced degree (preferred)

Job description

Build Relationships. Create Legacies. Change Lives.

Are you a relationship-builder who is passionate about making a lasting difference? Join The Salvation Army Indiana Division as a Planned Giving professional and help donors turn their generosity into meaningful legacies. In this role, you’ll build trusted relationships with individuals, families, and community partners while helping them explore giving opportunities that support The Salvation Army’s mission for years to come. If you enjoy connecting with people, developing relationships, and making an impact that extends far beyond today, this could be the opportunity for you.

The Salvation Army Mission:

The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

Salary starting at: $70,000- $80,000 depending on education and experience.

Job Description: Identify, cultivate, solicit, secure and steward individual prospects and donors, targeting planned gifts for The Salvation Army Indiana Division (DHQ). Actively participate in the implementation of the Indiana Division’s philanthropic campaigns and plans, focusing on Planned Giving fundraising priorities and involving volunteers and other stakeholders in the realization of goals. Responsibilities include engaging and soliciting donors and friends of The Salvation Army for planned gifts. Work directly with other fundraisers, senior staff and volunteer leadership.

Essential Functions:

Help assure the Indiana Division Philanthropy team achieves its fundraising goals in collaboration with others within the Development Department and interdepartmentally.

Manage a prospect portfolio of approximately 125-150 planned giving donors and prospects, and manage the qualification of a select group of suspects.

• Develop solicitation plans for new and current planned gift donors and prospects within prospect and suspect portfolio
• Develop relationships with assigned donors and prospects through various cultivation calls, letters and handwritten notes, with an emphasis on successful face-to-face meetings
• Complete an assigned number of significant moves and contacts per year with donors and prospects from portfolio, ranging from 280-400 annually
• Solicit and close planned gifts in accordance with annual goals as set by senior director in consultation with Divisional Leadership and the Territorial Planned Giving Director
• Develop and write donor cultivation materials, acknowledgements, volunteer solicitor briefings and reports. Produce personalized planned giving proposals for individual support

• Contact and cultivate persons identified through marketing efforts, work with Corps and Division staff, professional advisors and other referral sources
• Coordinate and provide assistance in the design of strategies for cultivating and soliciting donors in coordination with senior staff, leadership and volunteers
• With other Development staff, identify, qualify and research new planned gift prospects
• Work with the Sr. Director of Gift and Estate Planning, Executive Development Director, Donor Relations staff, and Salvation Army Officers as part of a team of fundraisers for the Indiana Division, including joint strategy sessions and other matters important for an effective development effort
• Identify innovative development, cultivation and stewardship activities, craft new strategies and support planning that will strengthen the Planned Gifts Program over time
• Recording and Reports: Responsible for submitting required statistics, reports and budget information to the Sr. Director of Gift and Estate Planning as requested.
• Assist in the organization of occasional events and small donor meetings for cultivation and stewardship purposes
• Develop a documented plan to achieve endowment and planned gift goals from assigned portfolio
• Maintains positive work atmosphere by behaving and communicating in a manner that fosters good relationships with co-workers and supervisors.
• Supports the mission of The Salvation Army by treating every client, stakeholder, and colleague with individual respect and dignity, and without discrimination of any kind.
• Manage other tasks as assigned by leadership

Minimum Qualifications:

Background Checks: Position requires a background check to be completed and all background check results will be reviewed.

Education: Bachelor’s degree required. Other considerations include an advanced degree in a related field such as law, finance or non-profit management

Experience:

• A minimum of five years’ experience, in fund raising (including significant experience in personal solicitation, and familiarity with fundraising practices), financial sales, insurance sales, estate and financial planning, or other related areas. Successful track record of fundraising with major and/or planned gift donors is a plus.
• Experience working with high-level volunteers, donors and program staff on collaborative activities.
• Experience, familiarity and/or ability to work in a complex non-profit organization with many departments, programs and fund raising priorities